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Investment consultant

Sydney
Leading Capital Group
Posted: 14 March
Offer description

Leading Capital Group is dedicated to helping clients achieve long-term financial security through strategic property investment. With offices across Australia and over a decade of proven success, we assist both new and seasoned investors in building diversified property portfolios backed by in-depth market research. As an industry leader, we have cultivated strong partnerships with globally and nationally recognized developers such as Meriton, Mirvac, and Toga. Our company values a collaborative approach, fostering long-term partnerships with clients to achieve financial success.

Role Description

This is a full-time hybrid role for an Investment Consultant based in Sydney, NSW, with remote work flexibility. The Investment Consultant will guide clients through property investment planning, assessing financial goals, and identifying profitable opportunities. Responsibilities include conducting market research, presenting investment strategies, nurturing client relationships, and working closely with industry stakeholders to secure quality property investments. The role requires a consultative approach to ensure clients achieve their investment objectives while maintaining the company's dedication to excellence.

Qualifications
* Strong skills in Investment Analysis, Property Market Research, and Financial Planning
* Expert knowledge in Client Relationship Management and Consultation Strategies
* Proficiency in Data Analysis, Communication, and Presentation Skills
* Ability to develop and execute tailored investment strategies for diverse client needs
* Proven ability to work in a hybrid/remote environment effectively
* Bachelor's degree in Finance, Real Estate, Economics, or a related field is preferred
* Experience in the property investment sector or financial advisory services is a plus
* Relevant certifications such as RG146, CFA, or Property Investment qualifications are beneficial
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